Robertson Stephens Wealth Management, LLC
Position in IBHF — iShares iBonds 2026 Term High Yield and Income ETF
CIK 1767307
San Francisco, CA
All Filings in IBHF
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 IBHF | $496,385 | 21,629 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 IBHF | $542,149 | 23,490 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 IBHF | $549,431 | 23,490 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 IBHF | $502,000 | 21,610 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 IBHF | $357,518 | 15,397 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 IBHF | $530,551 | 22,918 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 IBHF | $998,319 | 42,645 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 IBHF | $1,074,983 | 46,922 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 IBHF | $2,697,720 | 116,987 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 IBHF | $2,528,534 | 110,320 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 IBHF | $2,641,146 | 117,228 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 IBHF | $4,310,852 | 189,488 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 IBHF | $4,752,888 | 208,460 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 IBHF | $5,279,218 | 236,101 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||